+474.0%
KORU vs DE
+74.6%
+399.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.3% |
| 7D | -1.7% | -2.6% | +0.9% | +0.7% |
| 30D | +13.5% | +9.0% | +4.5% | +3.1% |
| 3M | -45.2% | +19.1% | -64.3% | -54.0% |
| 6M | +17.1% | +14.4% | +2.7% | +3.3% |
| YTD | +154.1% | +45.9% | +108.2% | +80.1% |
| 1Y | +375.7% | +43.6% | +332.1% | +238.1% |
| 3Y | +474.0% | +75.9% | +398.1% | +232.3% |
| All | +474.0% | +74.6% | +399.4% | +232.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling